ACM
Armbruster Capital Management Portfolio holdings
AUM
$552M
This Quarter Return
+2.51%
1 Year Return
+14.32%
3 Year Return
+44.28%
5 Year Return
+79.81%
10 Year Return
–
AUM
$155M
AUM Growth
+$155M
(+5.6%)
Cap. Flow
+$4.73M
Cap. Flow
% of AUM
3.06%
Top 10 Holdings %
Top 10 Hldgs %
69.84%
Holding
344
New
40
Increased
28
Reduced
72
Closed
60
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$3.61M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.16M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.13M |
| 4 |
M&T Bank
MTB
|
$519K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$373K |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
$706K |
| 2 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$457K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$292K |
| 4 |
Colgate-Palmolive
CL
|
$242K |
| 5 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$212K |
Sector Composition
| 1 | Technology | 2.67% |
| 2 | Healthcare | 2.57% |
| 3 | Consumer Staples | 2.51% |
| 4 | Energy | 1.98% |
| 5 | Industrials | 1.63% |